Eugenias Advisory Group, LLC

Eugenias Advisory Group, LLC (CRD# 146177) is a financial advisory firm headquartered in Gadsden, AL. They manage $128,004,845 in 496 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $258,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, TN, TX

Financial Advisors at Eugenias Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Velda A. Eugenias
CRD#: 2290078
508 South Fifth Street, Gadsden, AL 35901
96
Wealthminder
score

Velda Eugenias (CRD# 2290078) is an Investment Advisor Representative working at Eugenias Advisory Group, LLC in Gadsden, AL and has over 25 years of experience in the finance industry. Velda Eugenias has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Larisa E. Warren
CRD#: 5749715
Austin, TX
90
Wealthminder
score

Larisa Warren (CRD# 5749715) is an Investment Advisor Representative working at Eugenias Advisory Group, LLC in Austin, TX and has 1 year of experience in the finance industry. Larisa Warren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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